Scge Management as of June 30, 2020
Portfolio Holdings for Scge Management
Scge Management holds 24 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shopify Cl A (SHOP) | 15.5 | $801M | 844k | 949.20 | |
Twilio Cl A (TWLO) | 11.8 | $611M | 2.8M | 219.42 | |
Ringcentral Cl A (RNG) | 7.0 | $361M | 1.3M | 285.01 | |
Servicenow (NOW) | 6.5 | $338M | 833k | 405.06 | |
Hubspot (HUBS) | 6.1 | $316M | 1.4M | 224.35 | |
Amazon (AMZN) | 6.0 | $310M | 113k | 2758.82 | |
Paypal Holdings (PYPL) | 6.0 | $308M | 1.8M | 174.23 | |
Okta Cl A (OKTA) | 5.9 | $305M | 1.5M | 200.23 | |
Microsoft Corporation (MSFT) | 5.5 | $286M | 1.4M | 203.51 | |
Sea Sponsored Ads (SE) | 4.5 | $235M | 2.2M | 107.24 | |
Facebook Cl A (META) | 4.5 | $232M | 1.0M | 227.07 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 3.9 | $200M | 925k | 215.70 | |
Pinduoduo Sponsored Ads (PDD) | 3.6 | $186M | 2.2M | 85.84 | |
Msci (MSCI) | 2.8 | $148M | 442k | 333.82 | |
Docusign (DOCU) | 2.2 | $115M | 670k | 172.21 | |
Medallia | 2.0 | $104M | 4.1M | 25.24 | |
Zoom Video Communications In Cl A (ZM) | 1.7 | $89M | 350k | 253.54 | |
Chegg (CHGG) | 1.6 | $82M | 1.2M | 67.26 | |
Five9 (FIVN) | 0.9 | $49M | 444k | 110.67 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $45M | 450k | 100.29 | |
Arco Platform Com Cl A | 0.6 | $30M | 695k | 43.48 | |
Bilibili Spons Ads Rep Z (BILI) | 0.4 | $23M | 500k | 46.32 | |
Zoominfo Technologies Com Cl A (ZI) | 0.0 | $2.6M | 50k | 51.04 | |
Bill Com Holdings Ord (BILL) | 0.0 | $1.0M | 12k | 90.17 |